Paycom Software, Inc.

PAYC • Software - Application

$231.67

▼ -8.85 (-3.68%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL MUY FAVORABLEExcelenteConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$11.24B

Crecimiento

27.7%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Márgenes estables o en mejora · 22.1%Crecimiento positivo de ingresos · 19.2%Flujo de caja libre positivo · 7.31Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 19.61

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 7 ago 2026, 12:32 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$231.67

Change-3.68%

Shares Out48.50M

Market Cap$11.24B

Enterprise Value$11.94B

52W Range104.90 - 248.95

Beta0.73

P/E23.04

P/S5.25

P/B19.66

P/FCF14.98

EV/Sales5.58

Price$231.67

Change-3.68%

Shares Out48.50M

Market Cap$11.24B

Enterprise Value$11.94B

52W Range104.90 - 248.95

Beta0.73

P/E23.04

P/S5.25

P/B19.66

P/FCF14.98

EV/Sales5.58

EV/EBITDA14.82

EV/FCF15.92

Earnings Yield4.34%

FCF Yield6.67%

Dividend Yield0.79%

Gross Margin78.59%

Oper. Margin27.65%

Profit Margin22.10%

Debt/Eq0.09

Current Ratio1.09

Quick Ratio1.09

Revenue 5Y27.69%

Target$201.18

Target Upside-13.16%

Target Median$208.00

Target Range130.00 - 270.00

Volume3.65M

Avg Volume970.85K

EPS Surprise0.16

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

90/100

Fortaleza financiera

Deuda, caja, estabilidad

78/100

Potencial de crecimiento

Ingresos y expansión

95/100

Atractivo del precio

Barata o cara hoy

69/100

Por qué este puntaje▼

Márgenes estables o en mejora · 22.1%Crecimiento positivo de ingresos · 19.2%Flujo de caja libre positivo · 7.31Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 19.61Nivel de deuda manejable · 0.09

Analyst view

Analyst sentiment and price target

PAYC

Analyst sentiment

Based on 36 analyst votes · 2026-09-05

72/100

Bullish

Hold

Bearish

Precio objetivo

2026-08-07

Bajo

$130.00

Promedio

$200.67

Mediana

$204.00

Alto

$270.00

Resumen de la compañía

IPO: 4/15/2014

Industria: Software - Application

P/B i: 19.66

Deuda / Patrimonio i: 0.09

Margen operativo: 27.65%

Margen neto: 22.10%

ROE i: -

ROIC: -

Salud financiera

Puntaje16 / 20

Deuda / Patrimonio: 0.09

Ratio corriente: 1.09

Ratio rápido: 1.09

Estado: Strong

Transacciones internas

Actividad reciente de ejecutivos e insiders

Boelte Craig E.

Transacción: 07/08/2026

OTRO

Cambio

Precio

Not reported

Presentación

07/10/2026

Tipo

OTRO

KERBER WILLIAM XAVIER III

Transacción: 07/08/2026

OTRO

Cambio

Precio

Not reported

Presentación

07/10/2026

Tipo

OTRO

Richison Chad R.

Transacción: 06/15/2026

VENTA

Cambio

-12,500

Precio

Not reported

Presentación

06/16/2026

Tipo

VENTA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Boelte Craig E.	OTRO	0	Not reported	07/08/2026	07/10/2026
KERBER WILLIAM XAVIER III	OTRO	0	Not reported	07/08/2026	07/10/2026
Richison Chad R.	VENTA	-12,500	Not reported	06/15/2026	06/16/2026
Peck Randall	VENTA	-2,500	$140.50	05/18/2026	05/19/2026
Peck Randall	VENTA	-336	$138.44	05/10/2026	05/12/2026
Hadlock Terrell Shane	VENTA	-2,728	$138.44	05/10/2026	05/12/2026
PETERS FREDERICK C II	COMPRA	+1,890	Not reported	05/04/2026	05/06/2026
TURNEY SHAREN J	COMPRA	+1,890	Not reported	05/04/2026	05/06/2026
WATTS J C JR	COMPRA	+1,890	Not reported	05/04/2026	05/06/2026
DUQUES HENRY C	COMPRA	+1,890	Not reported	05/04/2026	05/06/2026
BINZ JOSEPH LEO	COMPRA	+1,890	Not reported	05/04/2026	05/06/2026
York Jeffrey D.	COMPRA	+13,967	Not reported	02/18/2026	02/20/2026
Peck Randall	COMPRA	+9,976	Not reported	02/18/2026	02/20/2026
Hadlock Terrell Shane	COMPRA	+20,950	Not reported	02/18/2026	02/20/2026
Foster Robert D.	COMPRA	+17,957	Not reported	02/18/2026	02/20/2026
Richison Chad R.	COMPRA	+71,827	Not reported	02/18/2026	02/20/2026
Peck Randall	VENTA	-3,680	$124.94	02/10/2026	02/12/2026
Richison Chad R.	VENTA	-18,921	$124.94	02/10/2026	02/12/2026
Foster Robert D.	VENTA	-3,515	$124.94	02/10/2026	02/12/2026
Peck Randall	VENTA	-3,697	$131.59	02/05/2026	02/09/2026

Sobre la compañía

Paycom Software, Inc.

Paycom Software, Inc., established in 1998 and headquartered in Oklahoma City, Oklahoma, provides a comprehensive, cloud-based human capital management (HCM) platform. This software-as-a-service (SaaS) solution is specifically tailored for small to mid-sized businesses across the United States. It equips organizations with the essential functionality and analytical insights needed to oversee the complete employee journey, from the initial hiring process through to retirement. The robust HCM suite encompasses a wide array of applications across several critical HR domains. For talent acquisition and onboarding, it offers tools such as applicant tracking, candidate management, background checks, seamless onboarding processes, E-Verify compliance, and tax credit services. Time and labor management capabilities include precise time and attendance tracking, flexible scheduling with exchange options, efficient time-off request management, labor allocation, detailed reporting (including push reports), and advanced location-based features like geofencing, geotracking, and their proprietary Microfence Bluetooth technology. Payroll processing is streamlined through applications for improved employee transaction interfaces, comprehensive payroll and tax administration, direct payment options (Paycom Pay), expense management, mileage tracking (with fixed and variable rates), garnishment management, and GL concierge services. Talent development and performance management are supported by employee self-service portals, compensation budgeting, performance review systems, position management, Paycom learning modules, content subscriptions, and "my analytics" for predictive employment reporting. Furthermore, the platform integrates various other crucial functions. These include "Manager On-the-Go" for supervisors to approve time-off and expenses remotely, "Ask Here" for direct employee-to-HR communication, direct data exchange capabilities, and tools for document management and checklists. It also addresses compliance and benefits administration with features for government regulations, benefits enrollment (including carrier integration), COBRA administration, personnel action and performance discussion forms, surveys, and Affordable Care Act applications. A notable offering is "Clue," which provides a secure system for collecting, tracking, and managing employee vaccination and testing data.

Fuente - Link

Competidores

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Rendimiento de peers · 1A

Top performers + empresa seleccionada

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Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-05-06	2.99	3.15	0.16
2026-02-11	2.44	2.45	0.01
2025-11-05	1.95	1.94	-0.01
2025-08-06	1.78	2.06	0.28
2025-05-07	2.57	2.8	0.23
2025-02-12	1.99	2.32	0.33
2024-10-30	1.61	1.67	0.06
2024-07-31	1.58	1.62	0.04
2024-05-01	2.43	2.59	0.16
2024-02-07	1.78	1.93	0.15
2023-10-31	1.62	1.77	0.15
2023-08-01	1.6	1.62	0.02